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Citing Business Sources: Financial Sources

A guide to citing a variety of business sources.

Overview

Knowing how to properly cite business sources can be challenging. Highlighted below are several examples of common types of sources that you may encounter in your work and how to cite them. We've included examples of bibliography entries as well as footnotes. For further information on formatting, refer to the Chicago Manual of Style.

Analyst Reports

Bibliography

  • Anmuth, Doug. "Spotify: Strong 4Q; We'll Take The Tradeoff of Lower N-T GM For Increased Product Investment & L-T Growth; REIT OW, $195 PT." JP Morgan. Feburary 6, 2019. Available from Thomson Reuters/Thomson ONE, accessed March 25, 2019.
  • The Buckingham Research Group. "Samsung Expansion, India Launch." March 11, 2019. Available from Thomson Reuters/Thomson ONE, accessed March 25, 2019.

Footnote

  • Anmuth, Doug, "Spotify: Strong 4Q; We'll Take The Tradeoff of Lower N-T GM For Increased Product Investment & L-T Growth; REIT OW, $195 PT," JP Morgan, Feb. 6, 2019, pp. 5-6, available from Thomson Reuters/Thomson ONE, accessed March 25, 2019.
  • The Buckingham Research Group, "Samsung Expansion, India Launch," March 11, 2019, pp.1-2, available from Thomson Reuters/Thomson ONE, accessed March 25, 2019.

Note: The first entry is an example of a report with a credited author. The second is an an example of a report without a specific author.

Annual Reports

Bibliography

Footnote

Industry Report

Bibliography

  • Hiner, Jacqueline. "Cosmetic & Beauty Products Manufacturing in the US." July 2019. Available from IBISWorld, accessed August 2, 2019.

Footnote

  • Jacqueline Hiner, "Cosmetic & Beauty Products Manufacturing in the US," July 2019, available from IBISWorld, accessed August 2, 2019.

Market Report

Bibliography

  • DeSalva, Alexis. "Watches and Jewelry - US - March 2019." March 2019. Available from Mintel Oxygen, accessed March 25, 2019.

Footnote

  • Alexis DeSalva, "Watches and Jewelry - US - March 2019," March 2019, available from Mintel Oxygen, accessed March 25, 2019.

SEC Filing(s)

Bibliography

Footnote